SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Ardent Capital Management, Inc.
Cincinnati, OH
CRD 108264
Firm filing updated July 29, 2026 ·
- $327MAssets
- 2Advisory staff
- 305Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals63
- Individuals43
- Pension and profit sharing plans5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 43 | $18.2 million |
| High net worth individuals | 63 | $280.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $27.1 million |
| Charitable organizations | Fewer than 5 clients | $1.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$327.0 million
- Accounts305
- Discretionary$292.2 million · 304 accounts
- Non-discretionary$34.8 million · 1 accounts
People
- Employees5
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108264, SEC file 801-46523.
- Registered with the SEC as an investment advisor (status date on record: May 17, 1994).
Is Ardent Capital Management, Inc. a fiduciary?
Short answer: Ardent Capital Management, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.